Robert Half Finance & Accounting Client Services Representative in Atlanta, Georgia
My client is looking for a * Client Service Associate* to report to the Client Service Manager. The position is responsible for ensuring that the firms prospects and clients receive outstanding service.
In this role, your responsibilities would include: * Preparing paperwork for client meetings; performing research as necessary to ensure that this paperwork is completed accurately * Completing applications, maintaining client accounts, and communicating with custodians to resolve issues * Delivering seamless implementation of services and products * Taking client calls determining which matters can be handled independently and which should be referred to the Associate Advisor or other team member * Responding to client inquiries and/or issues as appropriate * Taking meeting notes * Preparing, editing and proofreading various types of client correspondence * Keeping advisors and associate advisors informed of the status of tasks and projects * Maintaining compliance with regulatory requirements * Scheduling, filing and other miscellaneous administrative tasksIf you are interested in joining a growing organization, please email your resume to Joe McCullough at email@example.com for immediate consideration. Only candidates meeting the client's requirements will be contacted. * 2+ years of industry related experience including experience in brokerage houses, financial services firms, or the financial planning and/or wealth management departments in a bank * Active Series 7 or 63 license is required
Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in more than 340 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.
But don't take our word for it. Our company once again was named to FORTUNE® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.
Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit roberthalf.com/finance to apply for this job now or find out more about other job opportunities..
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
Equal Opportunity Employer M/F/Disability/Vet
Req ID: 00900-0008861832
Functional Role: Branch/Retail Banking
Postal Code: 30328-5646
Compensation: $55,000.00 to $60,000.00 per year
Requirements: MS Excel, 401k - RRSP Administration